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SIERRA OCEAN, LLC
SIERRA OCEAN, LLC
RIPON, California
·
2 registered advisors
·
CRD# 313829
SEC# 801-121123
0
209-232-7100
01
Firm Overview
AUM
$395M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SIERRA OCEAN, LLC
2 registered advisors
Jeffrey Scott Burrow
RIPON, California
CRD# 4119745
Max Louis Schatzow
LAWRENCEVILLE, New Jersey
CRD# 5633056
05
Office Locations
LAWRENCEVILLE, New Jersey
1 advisor
RIPON, California
1 advisor
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Data sourced from SEC Form ADV filings. SIERRA OCEAN, LLC (CRD# 313829) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.